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Client Accounting & Advisory Services

Offering a robust line of products to meet your personal and business needs

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It’s like having your own accounting department

When you outsource your accounting work to us, it’s like having a trusted advisor on staff. Our team handles all of your day-to-day accounting tasks so you can focus on what’s important—running your business. 

We work collaboratively with you via our advanced, secure website platform to support a streamlined and highly efficient workflow. And because work is performed online, you always have real-time views of your data and financial situation. Best of all, we bundle services for a fixed monthly fee—allowing you to budget effectively and never get an unpleasant billing surprise.

Choose the solution that is right for your business:

Includes:

Account reconciliation

  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts

Advice

  • Prepare monthly financial statements
  • Prepare monthly budget reports
  • Tax planning
  • General business consulting

Tax

  • Tax preparation

Includes Basic plus:

Payroll

  • Prepare payroll
  • Submit payroll taxes to agencies
  • Prepare payroll tax returns
  • Provide employee access to electronic paystubs
  • Provide employer access to electronic pay records
  • Prepare W-2s
  • Pension remittance

Includes Standard plus:

Bookkeeping

  • Process bills and payments
  • Track credit card expenses and receipts
  • Process employee expense reports
  • Prepare 1099s for contractors
  • Provide digital access to paid bills
  • Quarterly video conference to review key performance measures

You run your business…we’ll run the numbers

bookkeeping

You have enough to do running your business. Let our seasoned team handle all your complex bookkeeping work including daily transaction classification and expense tracking, payroll, bill payment and invoicing, business tax planning and preparation, and reporting. We’ll make sure you always have a clear picture of your financial position.

  • Assurance—Trust that your back-office accounting work is processed accurately and in a timely manner.
  • Time savings—Take back all of those hours spent in the back office processing bookkeeping work…and put them toward advancing your business.
  • Cost savings—Billed at a fixed monthly fee, you can eliminate billing surprises caused by creeping hourly fees.

We take the pain out of payroll

A sheet that reads payroll

We can take over your time-consuming and complex payroll tasks including processing of scheduled payrolls, employee setup, salary changes, payroll filings, W2 and 1099 processing, time tracking and more.

  • Assurance—Trust that your payroll is processed accurately and payroll taxes are filed on time.
  • Time savings—You’ll save countless hours when you let us handle your time-consuming payroll tasks.
  • Convenience—Work with our team from our secure online platform to process payroll with ease and efficiency.